ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 543 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,887 | -7.7% | 9,502 | -2.6% | 0.50% | +228.9% |
| Q2 2023 | $711,447 | +9.8% | 9,755 | +8.2% | 0.15% | +23.6% |
| Q1 2023 | $647,688 | +20.4% | 9,016 | +10.2% | 0.12% | +12.8% |
| Q4 2022 | $537,734 | -1.0% | 8,180 | -15.5% | 0.11% | -5.2% |
| Q3 2022 | $543,000 | +44.0% | 9,679 | +60.8% | 0.12% | +43.8% |
| Q2 2022 | $377,000 | -3.6% | 6,021 | +13.5% | 0.08% | +12.7% |
| Q1 2022 | $391,000 | -41.5% | 5,307 | -36.9% | 0.07% | -46.6% |
| Q4 2021 | $668,000 | – | 8,413 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 171,964 | $13,664,000 | 11.97% |
| High Note Wealth, LLC | 289,740 | $23,022,000 | 7.77% |
| Parcion Private Wealth LLC | 828,088 | $66,007,000 | 5.96% |
| SPINNAKER TRUST | 1,147,209 | $91,157,000 | 5.84% |
| Bond & Devick Financial Network, Inc. | 89,630 | $7,122,000 | 5.34% |
| Financial Network Wealth Management LLC | 112,016 | $8,901,000 | 4.51% |
| Tillar-Wenstrup Advisors, LLC | 104,443 | $8,299,000 | 3.91% |
| Ellevest, Inc. | 512,358 | $40,772,000 | 3.63% |
| Highland Private Wealth Management | 345,340 | $27,441,000 | 3.48% |
| RVW Wealth, LLC | 382,097 | $30,361,000 | 3.39% |